Hello all,
I am invested since 10 years and DCA into MSCI World and an additional EM Index fund for diversification. Also I have some high quality/boring stocks in my portfolio. Given the strong US exposure of the MSCI World I intent to increase the exp to Europe.
I am no expert by any stretch but this downturn feels different, more structural because of political agendas rather economic issues. Hence my reduction to US exposure and increasing to Europe and maybe Asia…
Do you make structural changes in your strategy? What are these and why?